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Professional Investment Management, Personalized Financial Planning, World-Class Client Service.

 

 


THE EXCHANGE

RECENT NEWS

We Are The Legacy Group

   With the growth of our team, we are excited to transition our team name from the Allen Albritton…

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Media Studio

By: Legacy Group

New Administration off to a Busy Start

Inflation, interest rates, and tariffs What fueled the modest advance in the S&P 500 Index in January? Well, for starters,…

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MarketMissive

By: Keith Albritton

Recapping 2024

Last year, Fed officials indicated the possibility of rate cuts throughout the year, not due to fears of a damaging…

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MarketMissive

By: Keith Albritton


MEET OUR TEAM

Keith Albritton

CFP®
CIMA®
Senior Vice President

Ginny Houghton

Senior Vice President
Financial Advisor

Chris Hammond

CFA®
Senior Vice President
Portfolio Manager

Troy Garcia

CFP®
Vice President
Financial Advisor

Matthew Albritton

Financial Advisor

Dr. Lyle Bowlin

Investment Strategist

Our Team

Is ready to serve you and your family

Providing financial planning solutions to you and your family today

for your tomorrow.  Schedule an appointment at your convenience.